Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
313 institutional managers reported holding SARO for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 70%. 103 opened new positions; 35 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Carlyle Group (focused) | 84.59M | 25.37% | $2.19B | trimmed -44.6% | 2024 Q4 |
| T. Rowe Price | 39.05M | 11.71% | $1.01B | added +178.9% | 2024 Q4 |
| BlackRock | 21.79M | 6.54% | $563.0M | added +133.6% | 2024 Q4 |
| Vanguard Group | 16.41M | 4.92% | $424.0M | added +50.3% | 2024 Q4 |
| Allspring Global Investments Holdings, LLC | 15.08M | 4.52% | $389.7M | added +42.8% | 2025 Q1 |
| T. Rowe Price Investment Management, INC. | 13.35M | 4.00% | $344.9M | added +61.6% | 2024 Q4 |
| State Street | 12.67M | 3.80% | $327.5M | added +123.5% | 2024 Q4 |
| Janus Henderson | 12.04M | 3.61% | $311.1M | added +7.3% | 2024 Q4 |
| Victory Capital Management INC | 9.51M | 2.85% | $245.7M | added +88.6% | 2024 Q4 |
| Wellington Management | 8.17M | 2.45% | $211.1M | trimmed -24.8% | 2024 Q4 |
| Bessemer Group INC | 4.80M | 1.44% | $124.0M | added +54.6% | 2024 Q4 |
| Findlay Park Partners LLP | 4.08M | 1.23% | $105.5M | opened | 2026 Q1 |
| UBS | 3.84M | 1.15% | $99.2M | added +246.2% | 2024 Q4 |
| FMR (Fidelity) | 3.84M | 1.15% | $99.1M | added +27.6% | 2024 Q4 |
| Geode Capital | 3.68M | 1.10% | $95.2M | added +54.3% | 2024 Q4 |
| Bank OF America CORP /DE/ | 3.50M | 1.05% | $90.5M | added +82.8% | 2024 Q4 |
| Invesco | 3.49M | 1.05% | $90.2M | added +18% | 2024 Q4 |
| MFS Investment Management | 3.25M | 0.97% | $83.9M | trimmed -6.4% | 2024 Q4 |
| Brown Advisory INC | 2.86M | 0.86% | $74.0M | trimmed -15.4% | 2024 Q4 |
| Parnassus Investments | 2.63M | 0.79% | $67.9M | added +4.6% | 2025 Q2 |
| Raymond James Financial INC | 2.24M | 0.67% | $57.9M | trimmed -5.3% | 2025 Q1 |
| M.d. Sass, LLC (focused) | 2.15M | 0.65% | $55.5M | added +7.9% | 2025 Q3 |
| Burkehill Global Management, LP | 1.90M | 0.57% | $49.1M | added +26.6% | 2024 Q4 |
| ArrowMark Colorado Holdings LLC | 1.66M | 0.50% | $42.8M | trimmed -13.6% | 2024 Q4 |
| Morgan Stanley | 1.63M | 0.49% | $42.0M | added +92.8% | 2024 Q4 |
| Healthcare OF Ontario Pension Plan Trust Fund | 1.57M | 0.47% | $40.7M | trimmed -13.6% | 2024 Q4 |
| Northern Trust | 1.45M | 0.43% | $37.5M | added +131.1% | 2024 Q4 |
| SEI Investments CO | 1.44M | 0.43% | $37.2M | added +55.4% | 2024 Q4 |
| Charles Schwab Investment Management | 1.36M | 0.41% | $35.0M | added +59.2% | 2024 Q4 |
| Dimensional Fund Advisors | 1.34M | 0.40% | $34.5M | added +2121.2% | 2025 Q1 |
| Millennium Management | 1.23M | 0.37% | $31.8M | added +67.8% | 2024 Q4 |
| Alkeon Capital Management LLC | 1.20M | 0.36% | $31.1M | trimmed -29.4% | 2024 Q4 |
| Ghisallo Capital Management LLC | 1.20M | 0.36% | $31.0M | added +500% | 2024 Q4 |
| Citadel Advisors | 1.16M | 0.35% | $29.9M | added +668.7% | 2024 Q4 |
| BNY Mellon | 1.11M | 0.33% | $28.8M | added +118.8% | 2024 Q4 |
| Kennedy Capital Management LLC | 1.11M | 0.33% | $28.8M | added +13.5% | 2025 Q4 |
| Trinity Street Asset Management LLP (focused) | 994.7k | 0.30% | $25.7M | opened | 2026 Q1 |
| Verbena Value LP (focused) | 889.6k | 0.27% | $23.0M | added +379.3% | 2025 Q4 |
| Trexquant Investment LP | 856.0k | 0.26% | $22.1M | added +178.7% | 2025 Q2 |
| Zimmer Partners, LP | 850.0k | 0.26% | $22.0M | added +135.5% | 2024 Q4 |
| Goldman Sachs | 840.4k | 0.25% | $21.7M | added +90.6% | 2025 Q1 |
| MetLife Investment Management, LLC | 826.3k | 0.25% | $21.4M | added +28187.5% | 2024 Q4 |
| Renaissance Technologies | 814.8k | 0.24% | $21.1M | added +36.1% | 2025 Q1 |
| Alyeska Investment Group | 811.2k | 0.24% | $21.0M | trimmed -17.3% | 2024 Q4 |
| J. Goldman & CO LP | 770.0k | 0.23% | $19.9M | added +75.7% | 2025 Q4 |
| TD Asset Management INC | 748.3k | 0.22% | $19.3M | added +7.4% | 2024 Q4 |
| Barclays PLC | 730.2k | 0.22% | $18.9M | added +341.7% | 2024 Q4 |
| Woodline Partners LP | 721.4k | 0.22% | $18.6M | trimmed -11.1% | 2024 Q4 |
| Vulcan Value Partners, LLC (focused) | 717.0k | 0.21% | $18.5M | added +51.4% | 2025 Q4 |
| Ameriprise Financial INC | 709.7k | 0.21% | $18.3M | added +18.2% | 2025 Q3 |
Largest 50 of 313 shown; the full ranked, searchable register is at boothcheck.com/holders/SARO. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.